LIA Group, Inc.'s EIN is 14-1787128.
Download the official 2024 Form 5500 (PDF) for LIA Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LIA Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY | — | GREENWOOD VILLAGE, CO | NONE | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISORS GROUP, LLC | — | MORRISTOWN, NJ | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $2.9M | 10.8% | |
| BlackRock iShares U.S. Aggregate Bond Index K | Other securities | — | — | $2.5M | 9.2% | |
| Empower Life & Annuity Insurance Company of New York Guaranteed Interest Fund | Common Stocks | — | — | $2.4M | 8.8% | |
| Fidelity Investments Freedom Index 2055 Investor | Mutual Funds | — | — | $2.3M | 8.7% | |
| Fidelity Investments Freedom Index 2050 Investor | Mutual Funds | — | — | $2.0M | 7.7% | |
| SSGA RUSSELL LC VALUE INDEX NL CL C STATE STREET ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $1.9M | 7.3% | |
| Fidelity Investments Freedom Index 2065 Investor | Mutual Funds | — | — | $1.8M | 6.9% | |
| BlackRock iShares MSCI EAFE International Index K | Other securities | — | — | $1.4M | 5.4% | |
| Fidelity Investments Freedom Index 2060 Investor | Mutual Funds | — | — | $1.2M | 4.4% | |
| BlackRock iShares Russell Mid-Cap Index K | Other securities | — | — | $1.0M | 3.8% | |
| BlackRock Inflation Protected Bond K | Other securities | — | — | $979K | 3.7% | |
| Virtus Newfleet Core Plus Bond Fund | Other securities | — | — | $939K | 3.5% | |
| Virtus Emerging Markets Opps R6 | Other securities | — | — | $842K | 3.2% | |
| Empower Funds International Index Inst | Other securities | — | — | $822K | 3.1% | |
| SSGA RUSSELL LC GROWTH INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $483K | 1.8% | |
| Fidelity Investments Freedom Index 2040 Investor | Mutual Funds | — | — | $465K | 1.8% | |
| Fidelity Investments Real Estate Index | Mutual Funds | — | — | $451K | 1.7% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $369K | 1.4% | |
| Dimensional Fund Advisors US Small Cap Value I | Mutual Funds | — | — | $366K | 1.4% | |
| PGIM Investments High Yield R6 | Other securities | — | — | $342K | 1.3% | |
| Fidelity Investments Freedom Index 2045 Investor | Mutual Funds | — | — | $306K | 1.1% | |
| Fidelity Investments Freedom Index 2035 Investor | Mutual Funds | — | — | $273K | 1.0% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $244K | 0.9% | |
| Fidelity Investments Freedom Index 2025 Investor | Mutual Funds | — | — | $127K | 0.5% | |
| Fidelity Investments Small Cap Growth Z | Mutual Funds | — | — | $115K | 0.4% | |
| Participants Participant Loans Rates of 4.75% - | Bonds / Notes | — | — | $35K | 0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $11K | <0.1% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $60K | — |
| CREATIVE PENSION CONSULTANTS, INC. | — | ALBANY, NY | NONE | $50K | — |
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | NONE | — | — |
